401(k) · DOL Form 5500 · 2023

Westmeyer Group Inc 401(k) Plan

Data updated 2026-08-25

$376K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$375,793
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Westmeyer Group Retirement Plan · Sponsored by Westmeyer Group Inc · North Carolina · Finance & Insurance

$376K in assets, 1 participants

Westmeyer Group Inc's Westmeyer Group Retirement Plan reported $376K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 16th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #807 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Westmeyer Group Retirement Plan holds $376K for 1 participant - about $375,793 per participant, among the smaller plans by assets on file.

#807
in Finance & Insurance (8,869 peers)
+6.1%
assets growth YoY

Westmeyer Group Retirement Plan among the smaller filed plans by assets

Westmeyer Group Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$375,793 16th percentile higher than 16% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Westmeyer Group Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westmeyer Group Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westmeyer Group Retirement Plan reported net income rose from -$129K in the plan year 2022 filing to $21K in the plan year 2023 filing.
  • Westmeyer Group Retirement Plan end-of-year assets rose from $354K in the plan year 2022 filing to $376K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 822117897 · Westmeyer Group Inc PY 2023 · 401(k)

Westmeyer Group Retirement Plan · $376K · 1 · 16th

  • TYPE $376K
  • TYPE 1
  • TYPE 16th
  • TYPE 401(k)
  • TYPE near Skwints Corp. 401(k) Profit Sharing Plan
  • TYPE ind #807

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in North Carolina →

Westmeyer Group Retirement Plan in the asset neighbourhood

Westmeyer Group Retirement PlanWestmeyer Group Retirement P…$376KSkwints Corp. 401(k) Profit Sharing PlanSkwints Corp. 401(k) Profit …$376KLaura a. Ballinger, Dds 401(k) PlanLaura a. Ballinger, Dds 401(…$376KPpfa Retirement Plan$376KHeath Home Services Retirement PlanHeath Home Services Retireme…$376K
End-of-year total assets ($M) among Westmeyer Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$354K
Net Assets (End of Year)$376K
Net Income$21K
Employer EIN822117897
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westmeyer Group Inc)

Sponsor-wide plan assets over time

All Westmeyer Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$376K 6.067525458938289% vs 2022
2023 filing year
$0.34M$0.35M$0.36M$0.37M$0.38M$0.39M 20222023 $0.35M $0.38M ▲ +8.6%
Year Plans Participants Total Assets
2022 1 1 $354K
2023 1 1 $376K

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Westmeyer Group Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Westmeyer Group Retirement Plan, Total assets ($B): 0.000375793 · Participants: 1Westmeyer Group Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Westmeyer Group Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Westmeyer Group Retirement Plan side-by-side with 3 peers →

Westmeyer Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Skwints Corp. 401(k) Profit Sharing Plan in CA ($376K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($376K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Westmeyer Group Retirement Plan assets move in 2023? ▼
Westmeyer Group Retirement Plan grew at a solid clip - up 6.1% during 2023, from $354K to $376K. Reported net income was $21K.
How have Westmeyer Group Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Westmeyer Group Inc's sponsor-wide assets grew 6.1%, from $354K to $376K.
Where does Westmeyer Group Retirement Plan rank by assets among Form 5500 filers? ▼
Westmeyer Group Retirement Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Westmeyer Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Skwints Corp. 401(k) Profit Sharing Plan in CA ($376K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Westmeyer Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 822117897.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.